Forms

Utilize Form actions in Moxo to effortlessly gather user responses, including short form answers and selections. Create custom forms to streamline the collection of client information, based on your specific processes. 


Creating Forms

To create a Form action, you can either build a Form template in the Content Library or build an ad-hoc form in a workspace. 

To build a Form in the content library:  

  1. Hover over the top navigation bar, and select Tools.
  2. Select Actions on the left side of the drop down menu, under the Content Library section.
  3. Click +Create on the right side of the screen.
  4. Select Form.
  5. Enter the details to describe your Form, including a required Title, an optional Description, and an optional Due Date. Then select Next.
  6. Now, build your Form using a variety of drag and drop Form elements.
  7. To preview your Form and visualize what users will see on mobile and web, select the ‘eye’ icon in the top bar. To go back, click Back.
  8. Once your Form is ready, click Next.
  9. Enter a required Form Template name and Location, as well as an optional Description.
  10. Then click Create to save your Form template in the Actions Content Library.

 

To build a Form in a workspace, you will need to begin adding a Form action: 

  1. Click the ‘+’ in the Flow section of the workspace. If you do not see the menu of icons, scroll down till the bottom of your Flow actions. 
  2. Click on Form from the pop up box.
  3. Determine where you would like to add the Form action, then click +Add here accordingly.
  4. Here, you will see an option to select a New Form and build a form from scratch, or select a pre-built Form template from your Content Library. 
  5. Select New Form.
  6. Next, add your new Form details, such as a required Title, an optional Description, a Due Date, and an Assignee to complete the form. Click Next.
    • If you do not choose an Assignee, the system will automatically assign the task to you for completion.
  1. The Form Builder will appear. Build your new Form using form elements, with the option to preview.
  2. Click Send when ready, and your new Form action will be added to the workspace.


To use a pre-built Form template from your Content Library in a workspace:

  1. Follow steps 1-4 from the previous section to begin adding a Form action to your workspace. 
  2. Then, you will see a list of the existing Form templates from your Content Library. Select one, and click Continue.
  3. Review your Form details and edit the Title if required. Add in an optional Description and Due date, and select an Assignee.
    • If you do not choose an Assignee, the system will automatically assign the task to you for completion.
  1. Click Send Form and your Form action will be added to the workspace.


Form Considerations

When building your form, besides using form elements, there are other functionalities to explore and consider.

Conditional Logic

Setup conditional logic on form fields when building your Form. Create custom logic for specific fields to appear based on particular conditions. Based on the response from the assignee to a Field, conditional logic can present or hide options accordingly. 

Required Fields

Setting a Required Field will require users to fill out the field to complete the form. 

Protected Fields

By utilizing Protected Fields, the confidentiality of field content can be guaranteed. Only the assignee and the creator of the Form action will have access to view the input within the protected field.

Placeholder

Use Placeholders to Include sample responses in fields and guide assignees on the type of data to enter.

Autosave

Forms will autosave responses entered into fields. Any progress made on a Form will autosave when an assignee leaves the page before the Form is submitted.  

Data will only be moved from a Form to an E-Sign when creating a sequential Flow with Form completion step before E-sign step to use autofill fields.


Assignee Experience

When a user is assigned a Form, they will find it in the Flow section of the workspace. Additionally, users will receive notifications whenever an action is assigned to them, and these notifications will appear in the interaction panel.

To complete the Form: 

  1. Click on the Form and view the details.
  2. Type messages in the bottom bar to ask any questions or comment on the Form.
  3. Click on Fill out Form to complete the form.


Managing Forms

In any workspace, Internal Users have the ability to add, edit, or delete actions in the Flow. 

To edit a Form in the Flow: 

  1. Click on the Form you would like to edit.
  2. Click the ellipses ‘...’ icon, then click on Edit.
  3. Make any edits to the title, description, due date, and assignees if needed. Then click Next.
  4. Now, you can edit, add, or delete any fields within the Form. Then click Save

To save a Form built in a workspace as a Form template: 

  1. Click on the Form you would like to save as a Form template in the action library.
  2. Next, click the ellipses '...' icon. 
  3. Click on Save as Template.
  4. Enter your Form template title, an optional description, and a due date.
  5. Add, edit, or delete and fields within the Form. Then click Next.
  6. Enter a name to identify your Form template, and add an optional description. The Form template will be saved in the Content Library, unless another Location is selected.
  7. Then click Create, and the Form template will be saved in the Content Library.

To delete a Form from the Flow: 

  1. Simply click on the Form you are trying to delete in the Flow.
  2. Then click the ellipses ‘...’ icon. Here you will see options to Edit or Delete the action.